Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2023 | 806 | 679,964 | VOO, VXUS, IGF, IWB | 13F-HR | 11/3/2023 | 000155256423000005 |
Q2 2023 | 822 | 711,348 | VOO, IGF, VXUS, IWB | 13F-HR | 8/8/2023 | 000155256423000004 |
Q1 2023 | 835 | 670,217 | IGF, VXUS, VOO, MUB | 13F-HR | 5/9/2023 | 000155256423000003 |
Q4 2022 | 840 | 602,740 | IGF, VXUS, MUB, VOO | 13F-HR | 2/6/2023 | 000155256423000001 |
Q3 2022 | 740 | 483,573 | IGF, VXUS, IWB, VEU | 13F-HR | 11/14/2022 | 000155256422000004 |
Q2 2022 | 735 | 521,603 | IGF, VXUS, IWB, MUB | 13F-HR | 8/4/2022 | 000155256422000003 |
Q1 2022 | 744 | 545,613 | IGF, VXUS, IWB, VOO | 13F-HR | 5/3/2022 | 000155256422000002 |
Q4 2021 | 806 | 518,837 | IGF, IWB, VXUS, VEU | 13F-HR | 2/7/2022 | 000155256422000001 |
Q3 2021 | 735 | 475,522 | IGF, IWB, VXUS, VEU | 13F-HR | 11/10/2021 | 000145430821000006 |
Q2 2021 | 731 | 475,880 | IWB, IGF, VXUS, VEU | 13F-HR | 8/5/2021 | 000155256421000003 |
Q1 2021 | 716 | 447,528 | IGF, IWB, VXUS, VEU | 13F-HR | 5/10/2021 | 000155256421000002 |
Q4 2020 | 710 | 398,151 | IWB, IGF, VXUS, VEU | 13F-HR | 2/12/2021 | 000155256421000001 |
Q3 2020 | 700 | 327,216 | IWB, IGF, VXUS, VEU | 13F-HR | 11/12/2020 | 000155256420000005 |
Q2 2020 | 903 | 297,179 | IGF, IWB, VEU, VXUS | 13F-HR | 8/12/2020 | 000155256420000004 |
Q1 2020 | 745 | 244,786 | IGF, IWB, VEU, VXUS | 13F-HR | 5/11/2020 | 000155256420000003 |
Q4 2019 | 759 | 196,792 | IGF, IWB, ACWX, DUKE REALTY CORP | 13F-HR | 2/14/2020 | 000155256420000002 |